Estate & Trust Accounting

At Sasserath & Zoraian, LLP, a Long Island CPA firm, we provide a wide variety of estate planning and trust services to protect our client's wealth for future generations. Our services are designed to simplify the process for you by providing comprehensive wealth management and asset protection services for U.S. and international families.

Estate and trust administration Trustee services Gift services Retirement planning Asset protection Corporate executor services Established relationships with attorneys and banks Ongoing administration services All related tax services and filings

As many of our clients are family owned businesses, we have developed an expertise over the past several years in assisting families to transfer the wealth often associated with family-owned businesses in an equitable and tax efficient manner. We understand both the human and financial elements involved with these transitions and are well placed to offer appropriate and timely tax advice.

To learn more about how we can assist your business, contact us at 631-368-3110.